BMO Bank of Montreal
Bank of Montreal (BMO) Institutional Ownership
What the institutions did with BMO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Parrish Capital LLC | 5.9K | 21.0% |
| Boltwood Capital Management | 4.4K | 15.8% |
| Versant Capital Management, Inc | 4.4K | 15.8% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4.2K | 15.2% |
| ROCKLAND TRUST CO | 3.2K | 11.6% |
| PARK NATIONAL CORP /OH/ | 2.3K | 8.3% |
| TOMPKINS FINANCIAL CORP | 1.0K | 3.6% |
| Olistico Wealth, LLC | 700 | 2.5% |
| MassMutual Private Wealth & Trust, FSB | 571 | 2.0% |
| CX Institutional | 554 | 2.0% |
| EASTERN BANK | 496 | 1.8% |
| Polaris Financial Partners | 114 | 0.4% |
| Noble Wealth Management PBC | 12 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Parrish Capital LLC | Reduced | 6.1K | 5.9K | -258 |
| Versant Capital Management, Inc | Increased | 4.2K | 4.4K | +184 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 596 | 571 | -25 |
| Boltwood Capital Management | Increased | 4.4K | 4.4K | +25 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.